Asghar Kazim is a CFP® and ChFC® with 30 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Guardian Life and Regent Financial Group. He serves as a board member of the American Pakistan Foundation (APF). Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary portfolio management.

Marielle Schurig is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Lindbrook Capital, UBS Financial Services, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Gurgen Bakhshiyan is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been affiliated with Nylife Securities LLC since 2011 and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

David Herrington is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, Merrill Lynch, and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Prajwal Prabhu is a CFP® professional with seven years of experience in the financial services industry. He is currently with First Manhattan Co. LLC, where he has worked since 2022. His prior roles include positions at Merrill, Bank of America, and the Office of the Comptroller-Bureau of Asset Management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives, with a focus on fundamental research and individually managed portfolios.

Alicia Lasch is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Adirondack Research & Management. Outside of her advisory role, she serves as chair of the board for the Community Foundation for the Greater Capital Region and is a member of the program committee for The Women’s Fund of the Capital Region. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Andrew Freedberg is a financial advisor at First Manhattan Co. LLC in New York, NY, with 19 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2000. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented equity and fixed-income management, with tailored advice delivered through individually managed portfolios that integrate wealth planning.

Matthew Griffin is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets combines large institutional scale with unique market roles, including in-house research, derivatives services, and customized solutions for very large clients.

Lauren Corsello is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup Inc. since 2019 and previously was employed by JPMorgan Chase & Co. from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Hantao Wang is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at firms including Wealth Enhancement Advisory Services, Hightower Securities, Charles Schwab, and Morgan Stanley. Wang is also an adjunct professor at Seton Hall University, teaching part time. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Lenin Sanchez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Louis Miranda is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of programs and advisory services, including strategic and tactical asset allocation, manager selection, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Vladimir Villa is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo in various roles as well as at Properties of the Villages. His background includes experience in both banking and investment clearing. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including in-house research and derivatives trading.

Michael Romanov is a financial advisor at TIAA-CREF with 13 years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2021, he worked at Brooklyn College and had caregiving roles, as well as a brief tenure at Boise CodeWorks. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through various managed account programs.

Thomas Kavanagh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior roles include positions at Lenox Wealth Advisors, MML Investors Services, and Lenox Advisors, Inc. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and trustee services to individuals, corporations, retirement plans, nonprofit organizations, and foundations. The firm employs a relationship-driven, customized process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

David Spungen is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hillview Capital Advisors, RegentAtlantic, and CIPW Service Company. Outside of his advisory role, he serves on the advisory board of Simply Good Jars, providing general strategic advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investment options.

Jack Browne is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets LLC, Bailey Bev Inc., IBM, and the University of Massachusetts - Amherst. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Mark Sanchioni is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds a Series 66 designation and has held prior roles at firms including Infinex Investments, Inc., Ridgewood Savings Bank, Atlantic Union Bank, LPL Financial, and others. In addition to his advisory work, he serves as Chief Banking Officer at Ridgewood Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive model that includes non-discretionary accounts and third-party manager arrangements.

Marshall Green is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has 14 years of industry experience, including roles at Citigroup since 2017, Bank of America, N.A. since 2016, and Merrill since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He has held his current position at Oppenheimer & Co. Inc. since 2011. His credentials include Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of programs and advisory services, including both discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.